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Rikoon Group’s Shopify SHOP Stock Holding History

Rikoon Group’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		$206K Buy
1,860
+70
+4% +$8.46K 0.05% 228
2020
Q4 		$203K Sell
1,790
-600
-25% -$63K 0.06% 216
2020
Q3 		$244K Sell
2,390
-320
-12% -$31.8K 0.08% 189
2020
Q2 		$257K Buy
+2,710
New +$188K 0.09% 182

Other funds holding SHOP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Rikoon Group's SHOP Position: Q1 2021 in Review

Rikoon Group increased its Shopify (SHOP) stake by 3.9% in Q1 2021, buying an estimated $8.46K and bringing the position to 1,860 shares worth $206K. The position accounts for 0.05% of the portfolio, ranked #228.

Rikoon Group first reported a position in SHOP in Q2 2020 and has held it in 4 quarters since. The position peaked at $257K in Q2 2020. 1,154 funds tracked by Wall St. Rank hold SHOP as of Q1 2021.

  • Rikoon Group held 1,860 shares of Shopify worth $206K as of Q1 2021.
  • Rikoon Group bought 70 Shopify shares in Q1 2021, an estimated $8.46K.
  • Shopify made up 0.05% of Rikoon Group's portfolio in Q1 2021, its #228 holding.
  • Rikoon Group first reported a position in Shopify in Q2 2020 and has held it in 4 quarters since.
  • Rikoon Group's Shopify position peaked at $257K in Q2 2020.
  • 1,154 funds tracked by Wall St. Rank held Shopify as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.